Step by Step guide
I can't find my Client ID
I tried to link my accounts but I received an error
I linked my investment account but can't see it in online banking
Can I transfer funds into my investment accounts in online banking?
Can I remove linked investment accounts?
For your convenience, Vancity has provided a service that allows you to link your Credential Asset Management, Credential Securities or Qtrade Investor account and view that information in Vancity online banking. However, Vancity accepts no liability for the accuracy of the information being provided.
Online brokerage services are offered through Qtrade Investor. Mutual funds and other securities are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth. Mutual funds are offered through Credential Asset Management Inc. Qtrade Investor, Credential Securities and Credential Asset Management are separate legal entities from your credit union. Mutual funds and other Securities purchased through these entities may fluctuate in value and are not insured by a government deposit insurer or guaranteed by your credit union.
Segregated fund products, service and advice are available through Vancity Life Insurance Services Ltd.